Please complete the CSP Budget Workplan and Annual Progress Update chart by following the instructions below. Please note that the darkened sections are not to be completed until the end of the grant period.

Budget Workplan Instructions

The purpose of the workplan is to compile the major activities to be completed during the next budget period of one year, aligning those activities to the amounts in the FS-10 budget, and to provide a timeline that the Department can use to gauge progress. The activities must be consistent and align with the budget amounts requested in the FS-10. Please reference the original approved application and any approved amendments when filling out this form and the FS-10, as the information should match. When referencing project narrative from the original application, please provide a page number.

There must be (at least) one performance measure for each budget category used in the FS-10. In other words, if there are four funded categories, there would have at least four performance measures in the workplan. In some cases, there may be more than one budget category used for a particular performance measure.

For example, If there are funds in codes 15 (professional salaries), 40 (purchased services), 46 (travel), and 45 (supplies and materials), the chart might look like this:

Procure items needed
(computers, furniture,
smartboards, library books)
to open school in September
2013.

Code 45 –
Supplies
and
Materials

$172,000

January 1, 2014 –
August 31, 2014

It is important to note that a performance measure is a measurable activity. For instance, the performance measure that corresponds to the budget items for Professional Salaries describes what the staff the grant is supporting will actually do. The money allocated in the budget allows certain activities to happen – and those activities are the performance measures.

The performance measures are a general listing of planned activities and will be the basis of progress reports. The FS-10 budget for the performance measures will have more detail. As an example, the corresponding FS-10 entries for the performance measures above may look like the following:

SALARIES FOR PROFESSIONAL STAFF

Subtotal - Code 15

$40,000

Specific Position Title

Full-Time
Equivalent

Annualized Rate
of Pay

Project Salary

School Principal

.10

$100,000

$10,000

School Curriculum Director

.15

$100,000

$15,000

School Finance Director

.15

$100,000

$15,000

PURCHASED SERVICES

Subtotal - Code 40

$15,000

Description of Item

Provider of Services

Calculation of
Cost

Proposed Expenditure

Recruitment of School Principal

ACME Consulting

100 hours x $50 per hour

$5,000

Recruitment of Board of Trustees

Super Consulting, Inc.

50 hours x $50
per hour

$2,500

Recruitment of high quality
teachers

ACME Consulting

100 hours x $50
per hour

$5,000

Consultant to train staff on student data system

Repository, Inc.

50 hours x $50 per hour

$2,500

TRAVEL EXPENSES

Subtotal - Code 46

$7,750

Position of Traveler

Destination and Purpose

Calculation of
Cost

Proposed Expenditures

School Principal and
Curriculum Director

Leadership Training –
Rochester NY

$750 per day x 3
days x 2
employees

$4,500

Curriculum Director

Curriculum Training – Buffalo,
NY

$250 per day x 1
day x 1
employee

$250

School Finance Director and
School Principal

Finance Training – NYC, NY

$500 per day x 3
days x 2
employees

$3,000

SUPPLIES AND MATERIALS

Subtotal - Code 45

$172,000

Description of Item

Quantity

Unit Cost

Proposed Expenditure

Student Laptops

100

$1,000

$100,000

Staff Computers

10

$1,500

$15,000

Furniture per classroom

10

$4,500

$45,000

Smartboards

2

$1,500

$3,000

Library Books

3,000

$3.00

$9,000

Workplan Performance Measure Activities

Potential workplan performance measure activities are listed below. These activities are very often supported by CSP funds, so they may be helpful suggestions. The list is not inclusive, and they are not required activities.